Grade: P8
Division: IGM Risk, Audit & Sustainability
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financials’ unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Department Summary
The Risk Management (“Risk”) Function partners with the business to create a risk engaged culture, provide insights to mitigate threats and seize opportunities, and assesses the company's risk landscape relative to stakeholder expectations. Responsible for the second line oversight of financial, non-financial, strategic, and business risk management across the IGM group of companies, the Risk Function also has responsibility for Corporate Sustainability, CSOX and Insurance programs and administrative oversight of IGM Financials’ internal audit function.
Position
The Senior Manager, Risk Management provides support to the IG Wealth Management Risk Business Partner by working closely with internal stakeholders to ensure a proactive and integrated approach to managing risks across IG Wealth Management. The position reports to the AVP, Risk Management (IG Wealth Management Risk Business Partner), and is part of the broader risk management team under the leadership of IGM’s EVP and Chief Risk Officer.
Responsibilities
- Foster a strong risk culture within the organization, closely collaborating with business leaders to build a trusting relationship.
- Support the development of Risk and Control Self Assessments for the relevant business areas within IG Wealth Management.
- Assist in the facilitation of Risk Sessions with internal business partners and ensure the process is effective and drives meaningful results.
- In partnership with business leaders, support the development of Key Risk Indicators specific to IG Wealth Management.
- Support the development of risk assessments relating to key strategic initiatives including active participation in project leadership teams and working groups.
- Provide insights and recommendations to internal business partners relating to risk mitigation and continuous improvement opportunities.
- Support the development of reporting and presentation material delivered to Executive Management and other committees.
- Share strategic and risk insights gained with the broader risk team.
- Maintain ongoing awareness of developments and trends in the wealth management industry and risk management field.
Core Competency Requirements
- Hands-on, proactive and demonstrates a strong, collaborative, team first mentality.
- Solid knowledge of the wealth management industry.
- Able to respectfully challenge business unit’s risk assessments and mitigations/control activities and creatively develop approaches and solutions for complex issues.
- Advanced written communication skills, in particular, the ability to produce value-driven, clear, concise, and high impact reporting for consumption by executive management and board committees.
- Exceptional presentation and facilitation skills for various audiences.
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment.
- Superior collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment.
Experience Requirements
- Bachelor’s degree / post-secondary education (Commerce or Business Admin preferred)
- 5+ years Financial Services industry experience; wealth management preferred.
- Experience working with stakeholders at varying levels of the organization.
- Experience in a risk related role (i.e. Compliance, project risk management) would be considered an asset.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by April 1, 2024.
#LI-JS2
#LI-Hybrid
Grade: P8
Division: IGM Marketing
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financials’ unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
The Marketing Department at IGM Financial (including Mackenzie Investments and IG Wealth Management) is currently accepting applications for the position of Senior Manager, Community Engagement. Reporting to the Director, Communications & Community Engagement, this role will be accountable for supporting the development and implementation of the IGM Community strategy including event activation, partnership development, sponsorship, budget management, and employee engagement.
You are:
- A high energy, hard-working person with a positive attitude
- Experienced in corporate social responsibility, working with the non-profit sector and social impact partners
- A strategic and driven community investment and social impact practitioner who loves meeting deadlines, paying attention to details, and producing high-quality deliverables
- Passionate about corporate social responsibility and building authentic brands that drive awareness and results around key social issues
- Able to travel as applicable.
You excel at:
- Planning and carrying out large-scale engagement campaigns that are fun, exciting, and relevant
- Managing employee committees and volunteers to ensure the best outcomes for the business
- Understanding the intersect between business and social impact objectives
- Developing community investment strategies
- Developing and maintaining positive relationships with business and community partners
- Creating compelling communications strategies that engage key stakeholders such as employees, advisors, clients and community partners
- Handling data, setting goals and key performance indicators, tracking progress and producing engaging reports.
The successful candidate’s primary responsibilities will include:
Program Development and Implementation
- Working with the Director to lead IG Wealth Management’s Empower Your Tomorrow and Mackenzie Together’s partnerships.
- Identifying, developing and nurturing new partnerships.
- Leading the execution of key large-scale initiatives, ensuring programs are carried out seamlessly, are completed on time and budget, and meet the objectives, goals, and ROI.
- Maintaining great relationships with our business and community partners, co-creating and executing impactful social impact programs.
- Managing the relationship with the employee communications team in order to implement effective employee engagement programs and initiatives.
Partner & Team Management
- Developing and maintaining productive and professional relationships with external partners, suppliers, colleagues, and internal stakeholders.
- Partnering with the business to best leverage partners, programs and events with an emphasis on supporting business, brand, and community objectives.
- Facilitating the effective internal collaboration with functions including Brands, Sustainability/ESG, DEI, Marketing, Communications, HR, PR, and Sales for maximum impact.
- Managing community team members including coaching, mentoring and annual development plans with clear objectives and KPIs.
- Assisting with problem resolution and raising issues to Director, as appropriate.
Promotion & engagement
- Liaising with the employee and advisor communications teams to effectively engage audiences with IGM’s Community platform.
- Collaborating with colleagues to ensure campaigns/plans are moving forward in a timely manner and are addressing the needs of internal stakeholders.
- Working collaboratively and creatively with partners in Brand, DE&I, PR, social media and communications to develop and recommend integrated engagement strategies.
- Creating content and managing approvals for a variety of external and internal materials.
- Leading the development of presentations, speaking notes, social media content, videos, and materials for web conferences and web pages.
The following qualifications will assist the successful candidate in carrying out these responsibilities:
- 6-10 years of experience working within a community investment or social impact role.
- University Degree within a related field (e.g., Business, Marketing, Corporate Social Responsibility, etc.)
- Experience implementing a social impact and community investment strategy.
- Working knowledge of capital markets and the financial services industry
- Excellent relationship management and communications skills
- Strong and versatile writer who can balance corporate tone with attention-grabbing storytelling.
- Excellent budget leadership skills.
- Critical thinking and creative problem solver with ability to thrive in a fast-paced and dynamic environment.
- Proven teammate who is a self-starter and proactive.
- Well-developed and proven project management skills.
- Bilingual (French) would be a strong asset.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by April 1, 2024.
#LI-JS2
#LI-Hybrid
Grade: P6
Division: IGM Marketing
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Position Summary
The Senior Project Manager, Translation Services is responsible for the end-to-end management of translation requests for projects of all scopes, from inception to delivery, including support to requesters and translation professionals. This position reports to the Director, Translation Services.
The successful candidate must have a strong sense of priorities and organization. As the first point of contact for requesters, they will work closely with colleagues in various departments, translators and external vendors. The Project Manager is responsible for managing projects while ensuring quality within deadlines and budget.
Key responsibilities
- Plan and manage large and strategic projects using recognized best practices, applying appropriate processes, and managing risk.
- Deliver translation projects in accordance with requester expectations while meeting quality standards and cost-effectiveness targets.
- Identifies, seizes, and leads opportunities to improve processes in collaboration with the Director.
- Develop and maintain open communication and proactive collaboration with various stakeholders.
Experience and skills
- A minimum of 5 years experience in translation project management
- Degree in project management, translation, or communications
- Extensive experience with CAT tools, project management platforms and machine translation
- Excellent planning, analytical and organizational skills
- Leadership, autonomy, and proactivity
- Collaborative approach and team spirit
- Excellent customer service skills
- Ease of communication in French and English, oral and written
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 27, 2024.
#LI-JS2
#LI-Hybrid
Grade: P6
Division: MI Institutional Sales & Services
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financials’ unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Mackenzie Institutional Sales & Service team is accepting applications for the position of Senior Analyst, Institutional Sales & Service based in Toronto, Ontario. The position reports to the Senior Manager, Institutional Service. This is a multi-faceted role that involves sales support, client servicing and acting as a liaison between various internal partners. It requires a thorough understanding of the assigned clients’ requirements, an in-depth knowledge of the firm’s products and services and the experience needed to cover large/complex relationships.
The successful candidate will:
- Spearhead and manage client onboarding and account closure process (IMAs, Guidelines, KYC/AML, etc.).
- Serve as an internal point of contact for an assigned list of Client portfolios, responding to inquiries and service requests (contributions, withdrawals, consultant and audit requests, contract amendments, etc.).
- Collaborates with internal (sales, portfolio management, trading, legal, compliance, operations) and external (clients, transition managers, consultants, custodians) partners to deliver products, resolve operational issues and provide high quality service to clients.
- Conducts thorough meeting preparation, coordinates prep calls and all follow-ups.
- Prepare and customize materials for client review meetings. Prepare and review client reports and other monthly/quarterly/annual deliverables.
- Document and ensure all sales and client service activities are tracked in the firm’s CRM system.
- Liaise with product, portfolio analytics and other key stakeholders to ensure the timely, accurate and comprehensive updating of consultant databases and other material to support RFPs/DDQs
- Produce product related material including sales and client presentations as assigned.
- Provide responses to ad-hoc requests from across the Institutional team.
- Identify opportunities to increase effectiveness of the consultant databases including expanding coverage, enhancing the Mackenzie profile, and providing insights for sales.
- Prepare monthly and quarterly client reporting for assigned accounts on a timely basis.
- Project and administrative functions as assigned.
The following qualifications are required of the successful candidate:
- Post-secondary education degree
- Minimum of 3-5 years’ experience managing direct client relationships in an investment management firm or investment consulting firm
- Experience managing relationships with institutional clients, including supporting client meetings and due diligence processes
- Strong customer service experience, including a high degree of organizational and problem-solving skills to deal with diverse and complex clients
- Excellent written and verbal communication skills
- Exceptional organizational skills and follow-through capabilities with the ability to schedule, plan and meet deadlines
- Demonstrated ability to manage multiple projects with varying priorities
- Strong ability to work effectively under pressure and within a distributed team environment across different office locations
- CFA, MBA or pursuit of designation are considered an asset
- Advanced PC skills, including Word, Excel and PowerPoint
- Knowledge of eVestment, Morningstar, Salesforce considered an asset
- Demonstrated exceptional attention to detail is a strict requirement for this position
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 27, 2024.
#LI-JS2
#LI-Hybrid
Grade: S5
Division: IGM-CSO
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role:
As a Bilingual Senior Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence:
- Educating clients on Mackenzie products and services
- Addressing inquiries from our clients through phone calls (inbound/outbound), emails and fax
- Providing superior customer experiences by guiding our clients towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives:
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities:
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 6:00pm
- Work from home opportunities
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry-related courses/certifications
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French & English) is required
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 25, 2024.
Grade: P8
Division: IGM Technology
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role
We are currently looking for an Agile Coach to join our IGM Technology – Agile Advisory team as part of IGM Financial. The IGM Agile Advisory team works collaboratively to identify opportunities to grow and mature agile across IGM.
The Agile Coach is responsible for maturing the agile practices, knowledge, and mindset across the Delivery organization with a primary focus on teams that are practicing agile. The Agile Coach will be engaged during all stages of the delivery lifecycle working alongside teams supporting and guiding them towards continuously improving the practice of Agile.
The Agile Coach will observe and assess the teams they are working with, leveraging their own Agile experience and knowledge to coach their teams in specific areas to support the teams’ continued growth.
Core competencies for the Agile Coach are increasing knowledge of Agile-Lean practices, team and individual coaching, facilitation, mentoring, teaching and either one of Technical, Transformation or Business mastery.
Key Accountabilities
- Coaching
- Observe teams in action to understand current state, works with team to identify opportunities for growth, and helps them create an action plan to achieve the growth.
- Partner with Product Owners and Scrum Masters to provide individual coaching related to their specific Agile roles.
- Lead and coach the organization in its’ Agile journey with the goal of developing high performing teams.
- Teaching & Mentoring
- Mentor teams and individuals by sharing their own knowledge and experience of agile.
- Guide teams using their own experience of what has worked/not worked in similar situations.
- Educate teams on agile practices, frameworks/methods, measurements, and roles (e.g. Scrum, Kanban, Story Writing, etc.) through both formal and informal sessions (e.g. training classes, lunch & learns, hands on sessions, and communities of practice).
- Value Driven Development
- Help teams maintain a customer centric and value driven approach to Product Development
- Help Product Owner and team to define and measure Business Value​
- Work with Product Owners to build an ongoing feedback loop with the customer.
- Change Agent
- Act as a change agent, helping remove organizational barriers to delivery/agility that exist outside of the team, and introducing new approaches that will improve team performance.
Knowledge/Skill Requirements
- Minimum 2 - 5 years of experience in an Agile Coach role
- Minimum 2 – 3 years of experience as an Agile team facilitator (e.g. Scrum Master, Flow Master)
- Scrum and Kanban certifications (e.g. CSM, PSPO, KMP)
- A growth mindset – believes in ‘Yet or Not Yet’ instead of ‘Success or Failure’
- Experience working with teams of varying Agile maturity
- Experience working with remote team members
- Experience working in an organization with both Agile and non-Agile teams
- Ability to give and receive feedback
- Ability to communicate with people at all levels of the organization
- Knowledge of Financial Services industry, mutual funds and ETFs is an asset
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 26, 2024.
#LI-JS2
#LI-Hybrid
Grade: S5
Division: IGM-CSO
Location: Toronto or Montreal
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role:
As a Bilingual Senior Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence:
- Educating clients on Mackenzie products and services
- Addressing inquiries from our clients through phone calls (inbound/outbound), emails and fax
- Providing superior customer experiences by guiding our clients towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives:
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities:
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 6:00pm
- Work from home opportunities
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry-related courses/certifications
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French & English) is required
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 25, 2024.
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Grade: P6
Division: IGM Technology
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
IGM Technology is looking for a Technical Analyst for its Investors Group location in Winnipeg or Toronto. The successful candidate will be associated with the Application Support team.
The Application Support team performs controlled incident resolution including prioritization and escalation, involving business and technology partners as appropriate, while ensuring client satisfaction is a top priority. The team is also responsible for ensuring production environment stability by working with others to set up, maintain and monitor applications and systems, while meeting availability targets.
Duties Include:
- Analyze and resolve problems or known errors related to failures in application and supporting software components
- Actively involved in all aspects of the application/system support and application issue resolution: identify, assess, recommend, escalate, resolve, report, document and communicate
- Create and maintain documentation relative to the support of application and supporting software components
- Follow escalation procedures to resolve incidents, problems or known errors in a timely manner
- Work closely with subject matter experts where applicable to resolve technical problems and incidents
- Appropriately escalate to other teams according to predefined procedures on incident recovery (without handing over the responsibility on incident management)
- Manage and coordinate all incidents that have been escalated to other teams with authority to ensure Service Level Agreements and procedures are adhered to
- Identify and address application/data issues, cross-capability and cross-release issues that affect application integrity
- Provide expertise to other functional areas (technology, trends and processes)
- Develop and/or contribute to best practices
- Mentor, coach and provide guidance to peers or junior staff
- Monitor the health of the production environment using both manual and automated methods
- Perform on-call duties as required
Qualifications:
- Post-secondary relevant degree/diploma (Computer Science, Business Information Technology, etc.) or equivalent combination of education and experience
- 2+ years of experience in a support/help desk environment
- Excellent analytical and troubleshooting skills, with an emphasis on root cause analysis
- Self-directed, proven ability to work efficiently and effectively with minimal supervision in a fast-paced environment
- Ability to adapt to a dynamic environment and handle multiple priorities
- Exceptional written and verbal communication skills; including the ability to present technical issues to a non-technical audience
- Excellent organizational and interpersonal skills
- Dedicated team player who demonstrates initiative and independence
- Demonstrated desire to improve personal skills and continued learning
- Bilingual (English/ French) an asset
- Knowledge of business process analysis and redesign as it relates to technology infrastructure and applications
- Experience with SQL, PL/SQL, Java, Python, C#, C, VB6, UNIX and SalesForce an asset
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 25 2024.
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#LI-Hybrid
Grade: S5
Division: IGM-CSO
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role:
As a Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through in-bound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
Client Experience Excellence
- Educating clients on Mackenzie products and services
- Addressing inquiries from our clients through phone calls (inbound/outbound), emails and fax
- Providing superior customer experiences by guiding our clients towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
Business Initiatives
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
Why Work with our Client Relations Team?
We are Smart People in a Smart Industry:
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
We are Challengers:
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
A Career that outperforms:
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
A Community that invests in Communities
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 8:00pm
- Hybrid office and remote work environment
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry related courses/certifications
We Offer:
Mackenzie Investments is recognized among Greater Toronto’s Top Employers.
In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:
- Three weeks of vacation and up to 10 paid personal/wellness days per year
- Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
- RRSP contributions and share purchase plans available to all employees
- Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
- Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)
- Managers who support your development through coaching and managing opportunities
- Dress for your day policy
- A thorough Employee and Family Assistance program
The following qualifications will assist the successful candidate:
- Strong customer service and interpersonal skills
- Bilingual (French, Asian & English) is an asset
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Related industry or call-centre experience is an asset
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Internal Applicants:
If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by March 22, 2024.
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 22, 2024.
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#LI-Hybrid
Grade: L10
Division: MI-SRI
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Sustainable Investing is a strategic focus for Mackenzie. The Sustainability team is a Centre of Excellence that enables a range of innovative sustainable investment products, solutions, and services. This range covers the spectrum of sustainable strategies including ESG integration, screening, best in class strategies, thematic and impact investing. In addition, this team provides ESG expertise to develop and align firm-wide perspectives, supports investments teams to uniquely leverage ESG insights through integration and active ownership, and to reinforce Mackenzie’s commitment to sustainability to clients, advisors, and communities.
The Sustainability team is currently recruiting for AVP, Stewardship to lead active ownership initiatives for Mackenzie. The role of stewardship covers our interactions with the companies in which we invest and with other external parties that impact the sustainability. Stewardship across our investments (or companies in our funds) includes meeting with companies that present high risks to the value that we can deliver to our clients to proxy voting guidelines to address those risks. This role will support Mackenzie’s ambition to be a leading asset manager in sustainability through its transparent practices and diverse range of sustainable investment strategies. This role reports to the SVP, Sustainability, Client Experience, and Marketing and interacts with the most senior levels of colleagues across Mackenzie, including investment teams and the executive committee.
Key responsibilities:
- Develop stewardship strategy and priorities that support Mackenzie’s boutique structure
- Lead the planning of new capabilities required to enable leading practices in stewardship
- Partner with investment teams to provide advice and guidance as they engage with company management and board members
- Lead firmwide engagements focusing on Mackenzie’s greatest risks and opportunities
- Refresh our proxy voting guidelines annually, aligning with market conditions
- Lead and develop a team of stewardship experts to realize their own as well as Mackenzie’s sustainability aspirations
- Develop best practices, training, and / or playbook to advance the stewardship activities
- Ensure tracking and reporting capabilities create transparency internally and externally
- Leverage industry collaborations to optimize Mackenzie’s impact
- Partner with Investment Management, Legal & Compliance, Product, Funds Operations and Marketing to ensure Mackenzie’s relevant policies and practices adhere to standards
- Represent Mackenzie at industry related forums and events to share and learn best practices
- Produce thought leadership and provide effective education, both internally and externally
The ideal candidate will:
- Bring at least 10+ years of relevant experience and passion for sustainability
- Legal or Compliance background with CFA, CPA, or MBA is preferred
- Proven people leader with experience building and managing a high performing team
- Strong investment knowledge of sustainable investing space, capital markets and asset management
- Strong influencing, communication, and stakeholder management skills
- Advanced knowledge of Environmental, Social and Governance (ESG) factors
- Comfortable working in autonomy with a builder mindset
- Strong attention to detail with the ability to manage multiple tasks simultaneously
- Proven organizational skills
- Effectively work cross-functionally
- Bilingualism (English and French) is considered an asset
- Strong understanding of how global markets and investors are integrating ESG data and materiality frameworks such as the SASB standards
- Good understanding of ESG disclosure standards and frameworks such as TCFD, CDP, UNPRI, UN SDGs and EU SFDR
Values and Personal Attributes
- Analytical, innovative and strategic thinker
- Enjoys hands-on work with ESG data, programming, and sustainable finance
- Likes to work in a collaborative environment with a team-oriented mindset
- Passionate about making a positive impact on environment and society
- Well organized
- Ability to implement – not just analyze
- Intellectual rigor
- Warm, friendly, collegial, and approachable - keen on working in a diverse workplace
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 20, 2024.
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#LI-Hybrid
Grade: S4
Division: MI Institutional Sales & Services
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Position:
Mackenzie Financial Corporation is currently accepting applications for the position of Senior Administrative Assistant. This position will be part of Mackenzie’s Institutional group, providing administrative support to the Institutional and Strategic Partnership teams. The successful candidate’s specific responsibilities include:
- Co-ordinating and organizing team and client meetings
- Co-ordinating travel arrangements, roadshows, and preparing expense reports
- Providing general administrative duties, such as scheduling meetings, drafting and preparing reports and presentations, photocopying and scanning
- Supporting the teams by performing tasks as required to meet deadlines
- Preparing / maintaining spreadsheets, analyzing data, and creating presentations in PowerPoint
- Ordering and maintaining general office supplies and equipment maintenance (photo-copiers)
- Testing of internal controls and documenting procedures
- Performing general accounting and other administrative duties as required
- Provide coverage and share duties with other members of the administrative support team as required
The successful candidate requires the following qualifications:
- A minimum of 3+ years’ experience as an Administrative Assistant
- Excellent communication skills, both verbal and written, and excellent interpersonal skills to interact with individuals at all levels of the organization
- Proficient with MS Office applications (Microsoft Word, Outlook, Excel, PowerPoint) at the intermediate level
- Exceptional technology skills and digital savvy; supporting paper-free business environments; utilizing technology for document management; facilitating team collaboration, etc.
- Ability to handle confidential information professionally
- Detail-oriented, accurate and able to perform in a fast-paced environment
- Outstanding organizational, planning and prioritization skills
- Ability to multi-task to manage/prioritize multiple projects simultaneously as required
- Ability to work well independently and within a team environment
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 19, 2024.
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#LI-Hybrid
Grade: P7
Division: IGM-TECH
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role:
As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.
The individual joining our team will be on the ground floor of a major, strategic, multi-year Program that will transform our Middle Office by implementing the Bank of New York Mellon’s (BNYM) OnCore and Eagle Platforms. Work streams include Trade Support, Portfolio Accounting/Investment Book of Record and Data & Analytics. A significant portion of the Systems Analysis work will relate to creating technical interface specifications. We follow the IGM Delivery Framework and leverage Jira (Kanban Board) and Confluence to track our work.
The successful candidate will have the following responsibilities:
- Works with the Lead Systems Analyst, Delivery Lead, Project Manager and other Team Members to create and/or collaborate on project deliverables eg technical/interface specifications, data mappings etc
- Decomposes and visualizes work into Jiras; attends standup meetings and advises on progress
- Supports the Testing efforts and will be involved in Interface/Integration Testing
The successful candidate will demonstrate the following core competencies and experience:
- Required Standard Items
- Five+ years of technical Systems/Data analysis or equivalent experience
- Experience working with Software Developers, Architects and Quality Assurance Analysts and to analyze technical solutions, test completed code, and complete a smooth implementation with business partners and external vendors/vendor solutions
- Knowledge of solution architecture, application development, application systems design, and integration patterns
- Ability to self-direct, own tasks, manage time to meet deadlines, and provide appropriate status to leadership
- Ability to manage multiple priorities in a face-paced work environment
- Capability to establish and maintain effective partnerships and relationships
- Knowledge/Domain and Industry Expertise (and/or equivalent experiences)
- Wealth Management/Capital Markets and Financial Services Industry knowledge
- Investment management and Fund Services systems / applications knowledge/experience – e.g. Bloomberg, FactSet, Eagle, OnCore, Wealth360 (Fund Accounting), InvestOne etc. and data associated with these systems
- Market data vendors and sourcing knowledge – e.g. benchmarks, reference data, economic data, ESG, etc
- Experience working in a technology project team environment and on projects involving the integration of disparate types of technologies/platforms
- Technical Skills (and/or equivalent experiences)
- Proficient in Data Mapping and creating System Specification documentation; ability to understand json and similar files
- Oracle SQL skills and experience performing data analysis
- Python, non-SQL DB (MongoDB), visualization tools (e.g. Tableau), cloud-based services/ tools
- Historical use of Confluence, Jira
- Estimating experience
- Bonus Points
- Experience with data transformation related projects
- Experience with BNYM’s OnCore or Eagle Platforms
- Post-secondary education in a related discipline
- Canadian Securities Course (CSC), CFA Levels
- Kanban or Scrum Certifications
- IIBA Certifications
- Project Management (PMP) and/or Change Management (CCMP, Prosci) Designations
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 29, 2024.
#LI-JS2
#LI-Hybrid
Grade: P5
Division: IGM-Marketing
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
IGM Financial Inc. is currently looking for a creative, thoughtful, idea-driven Production Specialist to join our Marketing Services and Operations department located in Winnipeg. The department is responsible for best-in-class digital, print and video materials that support and elevate the brands within the organization along with shared operational services including translation, financial governance, marketing projects and traffic and media buying.
The ideal candidate is a nimble and agile problem solver, a committed collaborator, and an analytical thinker, with a strong project management and production skills.
From kick-off to final approval, you'll be working alongside a team of talented designers, production designers and marketing specialists, to help bring IGMs brands (IG Wealth & Mackenzie) to life across all media. This role calls for a self-motivated, highly organized individual who can prioritize a variety of projects on tight timelines. You must also have a strong and articulate point of view when it comes to copy, and be flexible when working alongside internal client-partners across multiple lines of business, to review and revise work.
Responsibilities include:
Manage the execution of projects initiated through Production, through the development of workback schedules, resource management (assigning work based on capacity and skillset), and prioritization. This involves multi-faceted coordination to ensure timing needs of the designers, editorial, translation, planning & strategy, compliance, and digital, are met. This work is the foundation for each project, and is heavily impacted by effective negotiation to ensure workloads are balanced, and individual project needs are met.
- Project lead specific initiatives. This involves building and following workbacks, and procuring appropriate approvals from editorial, design, compliance, and various internal partners.
- Right size each request by ensuring absolute clarity on each job to deliver in the most effective way.
- Initiate and lead creative briefing meetings, to ensure everyone is aligned to the deliverables and timelines.
- Ensure projects and information move between designers, planning & strategy, editorial, digital, translation and the rest of Production in a timely fashion, and are recorded on project tracking software (by each team member)
- Follow up on key dates to create accountability and ensure that projects stay on track.
- Lead and/or actively contribute to effective bi weekly Production meeting where a) all upcoming deliverables are discussed b) potential issues on projects are discussed, and c) new initiatives are discussed. Effective preparation and knowledge of all active jobs, is key to the success of this.
- Oversee the production of printed collateral from file prep to delivery to ensure quality materials delivered on time and on budget.
- Partner with aligned marketing team to have complete alignment on not only all current projects, but a strong understanding of future initiatives. This will help prevent rush jobs, as well as ensuring we have jobs scheduled into our workflow well ahead of time. The strength of this relationship will also enable Production to keep projects moving in the case of absence by project owner.
- Partner with vendors and leverage their knowledge to ensure a) we get the most value out of every job we produce - both cost wise and production wise b) ensure materials are delivered on time and c) increasing our own knowledge to add value to projects.
High Proficiency in:
- Workfront, Excel, Word
- Proficiency in:
- Adobe Acrobat, PowerPoint
- Conceptual Understanding of:
- Adobe Creative Suite
- Video Production
Key Competencies:
- Communication Skills
- Print Production Knowledge
- Organizational Skills
- Industry/Business Knowledge
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 22, 2024.
#LI-JS2
#LI-Hybrid
Grade: S5
Division: IGM Asset Management Operations
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
About Client Solutions
The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.
The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.
The Opportunity
The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.
As the Associate in Client Solutions, you will have the opportunity to do your best work by:
- Create effortless experiences for our clients. Execute client applications and trade instructions on FIMS, our book of record. Complete all daily and scheduled responsibilities with the focus of
striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices.
- Build and maintain relationships. Correspond with internal business partners and external
clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies
and procedures. Provide clear trading instructions to our business partners and B2B our clearing
company.
- Share knowledge and support members. Help mentor new team members via side-by-side
and/or job shadowing sessions. Provide support to Senior Specialists during busy periods.
- Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration and servicing.
To be successful in this role, you have:
- Client-facing experience: 3 or more years of experience in a diverse client service-focused
environment. Passion for creating and delivering outstanding customer experiences.
- Relationship management: Ability to establish and maintain strong working relationships with
your teams, peers, and business partners across the company.
- Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to
set high goals and standards for yourself.
- Strategic thinker: Ability to think, problem solve, and make decisions in a fast-pasted dynamic
deadline-oriented environment.
- Communication: Excellent written and oral communication and an ability to interact and
collaborate effectively with internal & external clients, peers, and senior management.
- Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple
priorities with competing demands.
- Education: Post-secondary degree in Business Administration and/or related field.
- Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment
products, and services, policies, and procedures. Charitable administration experience.
- Bilingualism, English and French is required.
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
#LI-JS2
#LI-Hybrid
Grade: P7
Division: IGM-TECH
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role:
As a member of our Corporate Solutions Technology team at IGM, you will be joining a highly collaborative group with experience in and passion for delivering innovative solutions for our clients, advisors, and employees using the latest technology and insights.
This role works closely with business sponsors and business representatives to capture the systems objectives, evaluate the business case, and define solutions that are in alignment with the organizational system architecture. This role also works with Project Managers, Systems Architects, and Software Developers in a shared responsibility for project evaluation, quality and completion. Involvement with large scale projects involving multiple business areas as well as internal and external providers is anticipated. The role will require a strong understanding of the high level of complexity across business areas where both the impact and risk associated are high.
- The successful candidate will be working on our Finance, Audit and Risk team, and will be responsible for configuring SAP ECC Finance modules; specifically, FI, AP, AR, CO, MM. Our SAP ERP environment is ECC 6.0 Enhancement Pkg 8. Detailed knowledge of impacts to SAP configuration is required to support sustainment and project delivery.
- Candidate will have 10+ years of hands-on experience in SAP Configuration and Systems Analysis with large Program experience.
The successful candidate will have the following responsibilities:
- Liaises with business stakeholders to understand industry trends and business objectives to design the solution that will meet their decision support and management reporting needs.
- Defines and communicates systems requirements at the appropriate level of detail to ensure applications are flexible, open, scalable, available, testable, and maintainable within a high-volume production environment.
- Analyzes and conceptualizes the design of the solution, working with the Systems Architect, Vendors and Software Developer to achieve the client stakeholder objectives through effective deployment of technology.
- Applies both in-depth business and technical knowledge, to successfully represent the business and technology community in arriving at technical solutions.
- Works with and collaborates with internal and external technology partners in meeting the needs of Finance, Audit and Risk.
- Producing knowledge-sharing documentation and providing technical guidance to junior team members.
The successful candidate will demonstrate the following core competencies and experience:
- Positive attitude, keeping a constant watch on how to do things better
- Adaptability and a willingness to take on new challenges
- Demonstrated ability to provide technology recommendations to the business
- Experience working with developers to design and analyze alternative technical solutions, test completed code and complete a smooth implementation with business partners
- Proficient analytical, troubleshooting, and debugging skills
- Advanced knowledge, experience, and understanding of architecture, application development, application systems design, and integration
- Demonstrated proficiency in a team environment with projects involving the integration of disparate types of technologies/platforms and agile development
- Experienced in providing operational and sustainment services
- Proven capabilities in establishing and maintaining effective partnerships and relationships
- Strong communication skills (oral, written, facilitation, presentation) and facilitation skills
- Demonstrated initiative and leadership abilities - comfortable managing issues in cross functional teams
- Conflict and issue resolution and escalation
- Post-secondary education in a related discipline
In addition, the following competencies would be highly valued and considered more favorably:
- Knowledge of the Wealth Management and the Financial Services industry
- Experience with SAP, S4 Conversion,
- Experience with SWIFT
- Experience with SAP Concur
- Canadian accounting knowledge / designation
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 15 2024.
#LI-JS2
#LI-Hybrid
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Role & Responsibility
The Director of Identity & Access Management (IAM) will help lead and scale a team of experienced specialists in the Identity and Access Management, Privileged Access Management, Governance and Administration space. This is a senior leadership role accountable for the strategic direction and governance of the IAM program across IGM. This role directs the planning, design, development, implementation, deployment, and operations of the overall IAM program and team.
The candidate must have hands-on experience in engineering solutions in the Identity and Access Management, Governance and Administration space (Design and Build) in their previous roles.
Key Capabilities & Responsibilities
- Develop an enterprise strategy for Identity and Access Management while ensuring scalability, dependability, and flexibility of the IAM platform
- Responsible for the establishment and maintenance of an IGM Identity, Access, Governance and Audit Management Framework that ensures a comprehensive, requirements-driven approach to planning, implementation, administration, operations, measurement, and communication
- Work across teams to document and share IAM best practices for clients, employees, and partners
- Ensure overall IT strategy and architecture plans, corporate security and operational standards are translated into IAM services, methods, and technologies as they align with leading IAM practices
- Lead the planning, design, implementation, deployment, and maintenance of the IAM platform
- Hire outstanding talent that can work in high performing teams
- Manage, coach, lead and develop a staff of IAM personnel and provide leadership to a distributed team
- Advise senior management on IAM-related risks and security posture
- Communicate with staff and executives on objectives, priorities, performance targets and standards, plans, unit accomplishments, and budget reports on a regular basis
- Deliver subject matter expertise of Microsoft Windows Active Directory and Azure Active Directory with emphasis on architectural design, migration, management, and support of implementations
- Deliver subject matter expertise of SailPoint IdentityNow and Identity Governance and Administration lifecycle
- Deliver subject matter expertise of Privileged Access Management (PAM) platforms (e.g. CyberArk)
- Drive a high degree of automation using ServiceNow integration with IAM and PAM platforms
- Lead in the creation of detailed design and define technical solutions that consider the enterprise architecture strategies, current state environment and constraints
- Strong knowledge of secure-by-design and privacy-by-design concepts
Implementation Experience
- Must have hands-on experience developing and deploying large-scale enterprise Identity Governance & Administration solutions, including Identity Management (Provisioning, Enrolment, De-provisioning), Access Management, Authentication, Authorization, Role Based Access Control (RBAC), Identity Governance (Attestation, Re-certification, Reconciliation), Identity Federation, Single Sign-On (Desktop SSO, Web SSO, eSSO), Privileged Access/User Management (PAM/PUM), Security and IAM management for cloud based solutions, including IaaS, PaaS, SaaS and IDaaS, Social Login, Identity Analytics, Identity Trust Frameworks
- In previous roles, must have hands-on experience to install, configure, test, maintain and troubleshoot Identity, Access, Governance and Audit Management platforms, e.g. SailPoint IIQ IdentityNow, Azure Active Directory, Windows Active Directory, CyberArk
- Strong experience with Privileged Access Management Solutions (CyberArk, etc.)
- Deep knowledge of Microsoft M365 Identity platform including Azure Active Directory Identity Protection, Multi-Factor Authentication (2FA, biometric, etc.), Advanced Threat Protection, Microsoft Intune, and Conditional Access Policies, etc.
- Directory Services – Active Directory and associated roles including Domain Services (AD DS), Certificate Services (AD CS), Domain Name System (DNS), Rights Management Services (AD RMS), Federation Services (AD FS), Lightweight Directory Services (AD LDS)
- Subject matter expert in the following IAM Technologies: LDAP, SAML, OAuth, OpenID Connect (OIDC), XAML, NAPPS, WS-Fed, FIDO, UMA, SCIM, IWA, etc.
- Hands-on experience in designing and implementing integrations with ServiceNow and end-to-end workflow automation for full circle fulfillment
- Governance, planning, and delivery of enterprise-level IAM program based on zero-trust (Identity, access, privileged access, SSO federation, cloud, MFA)
- Experience in implementing security hardening in cloud-based systems, endpoint, and cloud infrastructure
- Design of SIEM use cases and playbooks and detection and response plans as it relates to IAM
- Maintain security, backup, and redundancy strategies for IAM platforms
- Document standard operating procedures and protocols
- Lead in the creation and updates of technical project documentation (i.e. technical and configuration runbook, implementation plan, etc.)
- Experience in leading the team in supporting Level 2, 3 and/or 4 escalation for production incidents
Qualifications
- 8+ years of hands-on working experience in the participation of engineering and design of IAM platforms with SailPoint IdentityNow platform
- Passionate about evangelizing standards around identity protection and security
- Strong core foundation experience in cloud technologies and services
- Education at the bachelor or master level in Computer Science or equivalent technology related experience
- Excellent knowledge and relevant experience in security domains related to Identity and Access Management and Operations.
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment
- Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment.
- Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors
- Strong desire to implement change and contribute to the organization
- Experience of working with new and disruptive technologies would be a definite asset
- One or more industry recognized information professional designations (CISSP, CISM, etc.)
- Knowledge of the Financial Services industry regulations
Soft Skills
- Relationship Management:
- Proven ability to establish and build healthy working relations and partnerships with clients, vendors and peers
- Possess effective communication and interpersonal skills, and executive presence
- Highly credible with senior executives while also able to connect and build trust- based relationships with stakeholders at all levels of an organization
- Gain commitment, trust and support from others and will be able to sell ideas inside and outside the organization
- Influence & Focus:
- Ability to focus/align the organization around critical initiatives, best practices and guiding principles
- Exceptional influencing skills and will work transparently and cooperatively with the cross-functional teams, effectively engaging all pertinent stakeholders, both internal and external
- Determination:
- The successful candidate will not be afraid to challenge the status quo
- Exhibit a mindset of creativity, determination, and an energetic drive to succeed
- Have a proven track record of setting and meeting aggressive goals and action plans, both as an individual and with a team
- Versatility and Resilience:
- Able to oversee multiple projects and excel in a complex and evolving portfolio
- Demonstrate appropriate flexibility in all situations and will be comfortable with ambiguity, while pivoting from macro to micro issues, from shaping the technology, innovation, digital, and strategy agenda through to the day-to- day details of operations and compliance issues
- Integrity:
- Adhere to the highest standards of personal and professional integrity and will set a positive example for others
- People Management:
- Provide leadership and effective management of staff
- Accountable to influence employee commitment to the organization, to the team, and to their job
- Set appropriate context when assigning work to link the employee’s work to organizational/ business unit goals
- Lead and build a team and individual capabilities to ensure employees can perform to job requirements
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 22, 2024.
#LI-JS2
#LI-Hybrid
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Role& Responsibility
The Senior Security Platform Specialist is a member of the Identity and Access Management (IAM) team responsible for operating and maintaining Identity Management, Secrets Management and Privileged Access Management (PAM) platforms for the enterprise.
The Senior IAM Architect will work with project teams to architect secure IAM and PAM solutions destined for multi-cloud and on-prem environments.
Working with business, security, and other technical team members, the IAM Architect will assist with technical security architectural requirements, design, and delivery of the SailPoint IdentityNow, Active Directory, Secrets Management and Privileged Access Management platforms. This role will lead the development of toolsets that brings centralization, security, and timely access to resources and will work closely with IAM Engineering, Operations and DevOps team members.
This is a deep technical, delivery and leadership-oriented role, and provides a unique opportunity to work closely with numerous business and functional areas across IGM.
Key Capabilities & Responsibilities
- Define strategic security architectures across hybrid technology stacks and cloud hosted IAM, PAM and Secrets Management platforms
- Act as an SME in IAM and PAM platforms on evaluating, designing, and testing solutions and technologies, aligned with the enterprise security platforms, including SailPoint IdentityNow, CyberArk PAM, HashiCorp Vault for Secrets Management, Microsoft Active Directory and Azure Active Directory
- Define solutions realizing workforce and customer IAM capabilities, develop and evolve solution architectures and designs, demonstrate solutions meet stakeholders’ requirements, and obtain approval on the architectures and designs at the architecture review board
- Deliver architectures and designs in both agile and iterative waterfall project delivery models, and propose and implement enhancements to improve the viability of the solutions to meet program timelines, budget, and quality measurements
- Author patterns to drive reuse of IAM, PAM and Secrets Management solutions across IGM
- Be an authoritative and trusted partner with deep, practical experience in workforce and customer IAM, Secrets Management, PAM and solution architecture best practices to various business and functional areas across IGM, as well as to various risk management and governance functions
- Liaise with cloud, integration, data, digital, security and infrastructure architecture, development, and engineering teams to ensure that all solution architecture views are defined and elaborated
- Develop documentation, architectural, design and workflow diagrams, and test scripts
- Identify and communicate high-level gaps and issues in primary functional areas
- Review solutions to ensure new and existing applications are implemented to the standards utilizing the RBAC and Zero Trust Security Frameworks
- Proactively identify security technology reuse goals and opportunities
- Direct the research and evaluation of emerging IAM and PAM technologies, industry, and market trends; and ensure recommendations are based on business relevance, current standards and best practices, appropriate timing, and deployment
- Identify potential risks of projects, document and address those risks and work with other teams to resolve issues
Implementation Experience
- Must have hands-on experience designing and deploying large-scale enterprise Identity Governance & Administration solutions, including Identity Management (Provisioning, Enrolment, De-provisioning), Access Management, Authentication, Authorization, Role Based Access Control (RBAC), Identity Governance (Attestation, Re-certification, Reconciliation), Identity Federation, Single Sign-On (Desktop SSO, Web SSO, eSSO), Privileged Access/User Management (PAM/PUM), Security and IAM management for cloud based solutions, including IaaS, PaaS, SaaS and IDaaS, Social Login, Identity Analytics, Identity Trust Frameworks
- Must have hands-on experience to install, configure, test, maintain and troubleshoot Identity, Access, Governance and Audit Management platforms, e.g. SailPoint IIQ IdentityNow, Azure Active Directory, Windows Active Directory, CyberArk
- Strong architecture experience with Privileged Access Management Solutions (CyberArk, etc.)
- Strong knowledge of Directory Services – Active Directory and Azure Active Directory
- Subject matter expert in the following IAM Technologies: LDAP, SAML, OAuth, OpenID Connect (OIDC), XAML, NAPPS, WS-Fed, FIDO, UMA, SCIM, IWA, etc.
- Hands-on experience in designing and implementing integrations with ServiceNow and end-to-end workflow automation for full circle fulfillment
- Governance, planning, and delivery of enterprise-level IAM program based on zero-trust (Identity, access, privileged access, SSO federation, cloud, MFA)
- Experience in implementing security hardening in cloud-based systems, endpoint, and cloud infrastructure
- Design of SIEM use cases and playbooks and detection and response plans as it relates to IAM
- Maintain security, backup, and redundancy strategies for IAM platforms
- Document standard operating procedures and protocols
- Lead in the creation and updates of technical project documentation (i.e. technical and configuration runbook, implementation plan, etc.)
- Experience in leading the team in supporting Level 2, 3 and/or 4 escalation for production incidents
In Scope Key Candidate Skills
- Greenfield Identity & Access Management Platforms
- SailPoint IdentityNow
- CyberArk Privileged Access Management
- HashiCorp Vault
- Windows Active Directory
- Azure Active Directory
- Authentication & Authorization Protocols (SAML, OAuth, OIDC)
- Azure AD Privileged Identity Management (PIM)
- Zero-Trust and NIST Identity Frameworks
- Multi-Factor Authentication
- Least Privilege RBAC and Segregation of Duties
- Microsoft M365
- Cloud Platform IAM (Azure, GCP, AWS)
- Infrastructure as Code
- PowerShell
Qualifications
- A University degree plus at least 5 years' experience with IAM and PAM architectures and security
- Extensive knowledge and experience of IAM and PAM-related security capabilities (i.e. provisioning, birthright roles, entitlements, segregation of duties, authentication, authorization, human and non-human credential and role management, access certification, logging, analytics and reporting, privileged access management, etc.) and their realization across workforce and customer populations
- 5+ years of hands-on working experience in the participation of design and engineering of enterprise scale SailPoint IdentityNow and CyberArk PAM solutions
- Diverse solutioning experience in a variety of environments, platforms, and channels, including multi-cloud, SaaS, on-prem, off-prem, mainframe, web, mobile, call centre, public clients, etc.
- Hands-on experience in using a variety of protocols and standards in solutions, including SAML, OAuth, OIDC, XACML, SCIM, FIDO2, Human Workflow with ServiceNow, NIST 800-63, NIST 800-207 Zero Trust Framework, etc.
- 5+ years’ experience with Microsoft Windows AD, Azure AD, and LDAP
- 5+ years’ experience with SailPoint and Java, JavaScript, Beanshell, JSON, XML, RPC, SQL, Python and REST development
- One or more IAM and PAM certifications (SailPoint Certified IdentityIQ Architect and/or SailPoint Certified IdentityNow Engineer, CyberArk Sentry and/or Guardian)
- One or more industry recognized architecture professional designations (e.g. TOGAF, SABSA, etc.) is an asset
- One or more industry recognized information security professional designations (e.g. CISSP, CISA, etc.) is an asset
- Experience in Digital Applications, Salesforce Financial Services Cloud, Azure, GCP cloud services platforms is an asset
- Superior problem solving and decision-making skills to resolve work issues with the ability to work under pressure in a dynamic environment
- Highly self-motivated, self-directed, and attentive to detail
- Excellent documentation and diagraming skills with diligent attention to detail, providing clarity of architecture and design for Engineering and Operations teams
- Superior leadership, collaboration, and interpersonal skills with a demonstrated ability to work effectively and build consensus in a multi-functional team environment
- Strategic thinker with strong organizational, project management and time management capabilities
- Deadline-driven and results-oriented; able to meet consistently high-quality standards while handling a variety of tasks and deadlines simultaneously
- Strong communication (verbal/written) and good interpersonal skills to build relationships with internal and external business partners and vendors
- Strong desire to implement change and contribute to the organization
- Knowledge of Financial Services industry
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by January 31, 2024.
#LI-JS2
#LI-Hybrid
Grade: P6
Division: MI Products
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Position
The Associate Investment Product Manager will be a member of the Product Intelligence Team within Mackenzie’s Product division. The team is accountable to deliver fund insights, marketing collateral, competitive intelligence, and broad perspective on Mackenzie’s funds, in both business and competitive contexts. The team maintains accountability for information flow on the fund products in market, builds and maintains information systems to support that flow, and supports Mackenzie’s product strategy to Product leaders through continuous measurement and analysis of various success metrics.
The Associate Investment Product Manager will provide fund information from all asset classes in both Retail and Institutional – equity, fixed income and balanced – and help in projects aimed at improving the quality and delivery of information and insights to business stakeholders. Business stakeholders include the distribution team, marketing team and product team. Naturally hard-working and takes pride in producing excellent work, the ideal candidate seeks to develop market and business acumen, seeks continuous improvement, and has aptitudes for dynamic problem solving, communication, and relationship management. Key drivers of success include:
Product Management
- Collaborate with Product Managers and Investment Directors to create content for presentations to external constituencies
- Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communicating throughout the organization
- Assist or identify points of differentiation for Mackenzie products and strategies in the Institutional and Retail space
- Marketing support – Assist or create content for fact sheets, brochures, or web content. Assist Investment Directors to develop story lines for fund positioning, and provide input on public relations, website, sales presentations, and talking points
- Assist in creating new analytical tools and frameworks
- Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
- Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product positioning and messaging
- Assist Product managers in developing proactive insights, perspectives, product training, and support to sales teams
Business Partner
- Client advocate within the organization
- Comprehensive knowledge of investment philosophy, process, performance and research
- Strong capital market knowledge combined with the ability to interpret and communicate the impacts to investment performance
- Understand investment strategies, performance, and attribution analysis
- Develop deep partner relationships with all Mackenzie functional units
Product Development
- Occasionally contribute to new product development ideas
- Collaborate with product development and portfolio management colleagues to bring new ideas to market
- Create client-facing enthusiasm for innovative new products
Qualifications
- The ideal candidate will have at least 3-4 years of relevant experience
- Some knowledge of financial markets and asset management business
- Skill to manage multiple constituent relationships within the organization
- Excellent interpersonal skills, including excellent communication skills and product knowledge
- Must be a self-starter who is achievement-oriented, motivated and has proven problem-solving skills in a client service role coupled with creative solutions
- Strong attention to detail with the ability to manage multiple tasks simultaneously
- CFA designation, is an asset
- Fluency in French is an asset, but not essential
Values and Personal Attributes
- Perpetual learner
- Comfort with ambiguity
- Flexible - comfort managing multiple complex tasks at once; prioritizing
- Creative, entrepreneurial spirit
- Ability to implement – not just analyze
- Intellectual rigor
- Team-oriented mindset
- Warm, friendly, collegial, and approachable
- Ability to relate well to all kinds of people
- Client-focused
- High integrity
- Detail-oriented
- Accountable
Please visit our career page by clicking on the following link:https://www.mackenzieinvestments.com/en/careers
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providinga barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by March 25, 2024.
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IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
About Client Solutions
Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.
The Opportunity
The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our registered and investment products.
As a Coordinator Client Solutions, you will have the opportunity to do your best work by
- Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
- Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
- Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you have:
- Billingual in French and English
- Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.
- Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
- Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
- Communication: Billingual communication skills in both English and French with excellent written and oral communication skills.
- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
- Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
- Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.
Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Greater Toronto’s Top Employers (2022) by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
About Client Solutions
Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.
The Opportunity
The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our registered and investment products.
As a Coordinator Client Solutions, you will have the opportunity to do your best work by
- Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and procedures and compliance guidelines.
- Creating effortless experiences for our clients.Providing support to internal departments and external clients for all client requests received. Applying business knowledge and encourage client focus mindset.
- Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you have:
- Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.
- Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
- Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
- Communication: Excellent written and oral communication skills.
- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
- Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
- Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers
For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.